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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,932 | $88,754-69.7% | $81,820-67.1% | $145,877-81.5% |
| Participation rate | 64.3% | 75.1%-10.8pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 14.61% | 1031.77%-1017.2pp | 777.93%-763.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $322 | $3,085-89.6% | $2,915-89.0% | $4,663-93.1% |
| Participant deferral / active EE | $1,654 | $4,648-64.4% | $4,323-61.7% | $6,691-75.3% |
| Admin fee / account holder | $8 | $8,424-99.9% | $7,391-99.9% | $13,402-99.9% |